This week on Fundamental Weekly Review, we break down seven critical signals reshaping global markets. China's crude imports are plummeting while US inventories sit at multi-year lows — a fragile setup for energy prices. CPI cooled to 3.5%, but is disinflation built on borrowed time? We unpack why institutional investors are aggressively rebalancing portfolios, how the Clarity Act's Section 404 could reshape the battle between yield-bearing stablecoins and traditional banks, and what SpaceX's brutal post-IPO price swing reveals about share unlocks and investor sentiment. Plus: the shift from corporate buybacks to net equity issuance, and how the KOSPI's collapse from 9,200 to 6,800 is stress-testing the entire global AI and semiconductor trade. Is capital creation permanently shifting away from banks and into decentralized ecosystems? Tune in and decide for yourself.